See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,119 | $77,899+255.7% | $149,673+85.1% | $75,163+268.7% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 19.70% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,449 | $3,137-21.9% | $4,818-49.2% | $2,670-8.3% |
| Participant deferral / active EE | $6,426 | $3,411+88.4% | $5,680+13.1% | $4,125+55.8% |
| Admin fee / account holder | $372 | $5,956-93.8% | $13,210-97.2% | $5,651-93.4% |